EPISODE · Oct 12, 2026 · 6 MIN
Nuclear's Big Comeback Meets the Uranium Bottleneck
from CRITICAL CAPITAL · host CRITICAL CAPITAL
Wall Street and Big Tech are pledging trillions to triple global nuclear capacity, but a looming uranium supply deficit threatens to stall the renaissance. We examine why a decade of underinvestment, production bottlenecks, and utility recontracting cliffs leave miners waiting for guaranteed prices before digging.
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This episode was published on October 12, 2026.
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